Your legacy should be just that – that which you leave behind for your loved ones. From inheritance to heritage, passing on who you are to the next generation is one of life’s greatest gifts.
We can help create the framework to protect the transfer of that legacy to your future heirs.
Deciding how to transfer your wealth must be considered part of the estate planning process. Family members, friends, other loved ones, and even charities can all be designated to receive portions of your assets.
However, legacy planning goes a step further. It’s taking a closer look at how your family members’ lives will change once they have inherited your assets.
Legacy planning is about preparing your loved ones for the wealth and other assets they inherit. And ensuring those assets last for generations to come.
Working with our clients to create an ideal legacy plan involves more than looking over the numbers.
We’ll look at the important relationships in your life with actions like:
Legacy planning takes a holistic approach.
We pride ourselves on our ability to assemble a team of experts to address all aspects of your estate planning needs.
Whether we work with your current advisors or connect you with new ones, our goal is to create a plan tailored to your unique circumstances.
Contact us at (571) 777-1000 to get started today.
No! The biggest misconception of legacy planning is that it’s only for celebrities or those with the most means.
Anyone, from any station in life, can benefit greatly from legacy planning.
Comprehensive legacy planning helps clients think about what comes next and establishes the legal framework to safeguard the process.
Passing on your legacy is incredibly personal. That is why our team acts with discretion and professionalism to ensure your wishes are accurately captured.
Legacy planning provides the means to address what happens in our lives even after we pass away.
Going through the legacy planning process provides many benefits including: